American Financial Advisors, LLC Reduced Holdings in Q4 2024

American Financial Advisors, LLC

  • $681 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-7.28K
- 1.66%
$79.93 - $88.06 $582K - $641K
432K $34.6M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-64K
- 19.98%
$42.84 - $45.38 $2.74M - $2.9M
256K $11M
XLV
Select Sector Spdr Fund Health

ETFs
-926
- 0.61%
$136.28 - $154.74 $126K - $143K
151K $20.8M
DNP
Dnp Select Income Fund Inc

Financial Services
-136K
- 18.08%
$8.82 - $9.96 $1.2M - $1.36M
618K $5.45M
FTCS
First Trust Capital Strength E

ETFs
-8.74K
- 2.23%
$87.62 - $94.03 $766K - $822K
382K $33.6M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-19.3K
- 18.44%
$60.13 - $67.31 $1.16M - $1.3M
85.3K $5.18M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-5.27K
- 1.76%
$40.06 - $45.21 $211K - $238K
294K $11.9M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.05K
- 1.17%
$442.29 - $483.08 $463K - $505K
88.5K $40.1M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-4.35K
- 8.27%
$89.81 - $104.0 $391K - $453K
48.3K $4.35M
VIG
Vanguard Dividend Appreciation

ETFs
-3.28K
- 1.54%
N/A
210K $38.2M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-6.3K
- 1.78%
$48.48 - $49.47 $305K - $312K
347K $16.9M
SCCO
Southern Copper Corp

Basic Materials
-1.59K
- 13.45%
$91.13 - $117.95 $145K - $187K
10.2K $930K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-5.53K
- 2.47%
$61.68 - $67.87 $341K - $376K
219K $13.6M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-2.32K
- 3.65%
$44.04 - $49.49 $102K - $115K
61.3K $2.7M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-5.12K
- 1.91%
$84.34 - $95.14 $432K - $487K
263K $23M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-386
- 1.03%
$75.1 - $82.99 $29K - $32K
37.2K $2.81M
RWR
Spdr Dow Jones Reit ETF

ETFs
-1.39K
- 6.44%
$97.84 - $108.61 $136K - $151K
20.2K $1.99M
IWM
Ishares Russell 2000 ETF

ETFs
-1.03K
- 21.01%
$216.13 - $242.4 $223K - $250K
3.87K $855K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-2.21K
- 1.73%
$50.37 - $50.6 $111K - $112K
126K $6.32M
META
Meta Platforms, Inc.

Communication Services
-328
- 10.76%
$554.08 - $632.68 $182K - $208K
2.72K $1.6M
IWD
Ishares Russell 1000 Val ETF

ETFs
-526
- 6.52%
$183.23 - $199.79 $96.4K - $105K
7.55K $1.4M
VTI
Vanguard Total Stock Market Et

ETFs
-811
- 5.13%
$280.04 - $302.45 $227K - $245K
15K $4.35M
XLU
Utilities Sector Spdr

ETFs
-1.28K
- 25.15%
$74.89 - $82.93 $96.2K - $106K
3.82K $289K
VGIT
Vanguard Intermediate Term Tre

ETFs
-1.72K
- 25.82%
$57.78 - $60.4 $99.6K - $104K
4.95K $287K
IYH
Ishares Tr

ETFs
-534
- 4.58%
$57.53 - $65.24 $30.7K - $34.8K
11.1K $649K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-50
- 1.08%
$82.28 - $117.52 $4.11K - $5.88K
4.57K $387K
MUB
Ishares National Muni Bond ETF

ETFs
-815
- 14.58%
$105.78 - $108.7 $86.2K - $88.6K
4.77K $508K
ABBV
Abb Vie Inc.

Healthcare
-309
- 13.79%
$164.99 - $203.87 $51K - $63K
1.93K $343K
VNQ
Vanguard Specialized Funds Van

ETFs
-102
- 1.07%
$87.85 - $98.6 $8.96K - $10.1K
9.47K $843K
VO
Vanguard Mid Cap ETF

ETFs
-436
- 0.47%
$261.5 - $284.63 $114K - $124K
92.7K $24.5M
EMB
Ishares Tr

ETFs
-52
- 0.32%
$88.94 - $93.46 $4.62K - $4.86K
16.1K $1.44M
TIP
Ishares Tr Tips Bd ETF

ETFs
-312
- 2.99%
$106.33 - $110.69 $33.2K - $34.5K
10.1K $1.08M
WY
Weyerhaeuser CO

Real Estate
-540
- 5.63%
$27.21 - $33.7 $14.7K - $18.2K
9.05K $254K
JNJ
Johnson & Johnson

Healthcare
-105
- 3.31%
$143.34 - $165.86 $15.1K - $17.4K
3.06K $443K
DDOG
Datadog, Inc.

Technology
-974
- 38.96%
$113.98 - $168.65 $111K - $164K
1.53K $218K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-222
- 3.58%
$174.22 - $187.62 $38.7K - $41.7K
5.98K $1.05M
UNH
Unitedhealth Group Inc

Healthcare
-10
- 1.39%
$485.52 - $625.25 $4.86K - $6.25K
707 $357K
MSFT
Microsoft Corp

Technology
-50
- 1.12%
$406.35 - $454.46 $20.3K - $22.7K
4.43K $1.87M
REZ
Ishares Tr Residential And Mul

ETFs
-16
- 0.24%
$79.04 - $89.77 $1.26K - $1.44K
6.69K $541K
AMGN
Amgen Inc

Healthcare
-12
- 1.49%
$258.78 - $328.31 $3.11K - $3.94K
794 $206K
PEP
Pepsico Inc

Consumer Defensive
-31
- 1.77%
$151.29 - $176.1 $4.69K - $5.46K
1.72K $261K
HYG
Ishares Tr

ETFs
-217
- 2.2%
$78.09 - $80.04 $16.9K - $17.4K
9.63K $757K
IWN
Ishares Russell2000 Val ETF

ETFs
-25
- 0.24%
$162.69 - $181.35 $4.07K - $4.53K
10.5K $1.72M
SBUX
Starbucks Corp

Consumer Cyclical
-109
- 3.3%
$87.44 - $102.5 $9.53K - $11.2K
3.2K $291K
PG
Procter & Gamble CO

Consumer Defensive
-115
- 6.01%
$161.05 - $179.7 $18.5K - $20.7K
1.8K $301K
AFL
Aflac Inc

Financial Services
-59
- 2.06%
$100.37 - $115.27 $5.92K - $6.8K
2.81K $290K
AMRN
Amarin Corp Plcuk

Healthcare
-24K
- 20.62%
$0.44 - $0.63 $10.6K - $15.1K
92.4K $44K
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
-317
- 3.0%
$46.92 - $51.34 $14.9K - $16.3K
10.3K $484K
BNDX
Vanguard Total International B

ETFs
-79
- 0.55%
$48.91 - $50.61 $3.86K - $4K
14.3K $701K
Activity Summary
Buys All Purchases 56 New Holdings 7 Increased Positions 49 Sells All Sells 84 Reductions 84 Sold out 0 Options Calls 0 Puts 0
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